SwiftSearch is the global search for finding people, organisations and posts anywhere in SwiftFox. It is the magnifying-glass icon at the top right of the screen and is available from any page.
Opening SwiftSearch
- Select the SwiftSearch icon (magnifying glass) at the top right of the screen, or press Ctrl+K (Cmd+K on a Mac) from any page. A search panel opens with a Search people, organisations and posts box, and a hint beneath it reads Tab through controls · ↑/↓ to navigate results · Enter to open.
- Begin typing your search term. Results appear as you type.
Using the keyboard
SwiftSearch can be used entirely from the keyboard:
- Ctrl+K / Cmd+K opens the panel with the search box focused.
- Tab moves from the box into the results; ↑ and ↓ move through them across every group, and Enter opens the highlighted result. The highlighted result scrolls into view.
- Shift+Tab from the results returns to the box without losing what you typed.
- Shift+Tab from the box moves to the result-type tabs; ← and → (or Enter or Space) change the tab, and Tab returns to the box.
- Clear search and More results can also be reached with the keyboard.
Recently viewed
Before you type anything, the panel shows a Recently viewed list of up to eight people and organisations whose profiles you have opened, newest first. Select one to go straight back to it, or press ↓ from the empty box to move into the list and Enter to open the first entry. Opening a profile again moves it to the top; nothing is listed twice. A search result you only saw, but did not open, is not added.
- Select the cross beside an entry (Remove from recently viewed) to take that one out of the list.
- Select Clear history to empty it.
The list is yours alone and is kept in your browser for this account, so it does not follow you to another computer, and clearing your browser data clears it. The list reappears as soon as you clear the search box.
What you can search by
SwiftSearch looks across a wide range of contact data:
- Name
- Email address
- Phone number
- Address
- Any custom field that has been enabled for SwiftSearch
To make a custom field searchable, enable SwiftSearch on that field when managing custom fields (see Custom field sections & calculated fields on a profile). Text fields in particular can be flagged to appear in SwiftSearch.
Reading the results
Results are grouped so you can jump straight to the right record type. Use the tabs at the top of the results to filter. Once you search, People, Organisations and Posts each show a count of matches in brackets; All shows the results under a heading for each type, with its own count of results:
- All — every match across the types below.
- People — matching individual contacts.
- Organisations — matching group records.
- Posts — matching posts.
Select a result to open it — a People or Organisations result opens that contact's profile.
Finding contacts elsewhere
Beyond global SwiftSearch, the same lookup behaviour appears anywhere a contact field exists in the platform — for example when adding recipients to a campaign, tagging a contact in a post, or linking a Person to an Organisation. Start typing and choose from the matching People or Organisations. When tagging contacts in posts, searching record fields, or tagging contacts in tasks, these pickers also show your account's configured SwiftBadge details (such as custom fields, addresses and category types) beside each result, so you can be confident you're selecting the right person.
Tips
- If a contact isn't appearing by a particular detail, confirm that detail is stored on the record and, for custom fields, that SwiftSearch is enabled on the field.
- Searching by address or phone can be a fast way to disambiguate people with similar names.